WA
ED icon

Waverly Advisors’s Consolidated Edison ED Stock Holding History

Waverly Advisors’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.75M Buy
15,454
+250
+2% +$27.1K 0.01% 672
2025
Q4 		$1.51M Buy
15,204
+681
+5% +$67.6K 0.01% 644
2025
Q3 		$1.46M Buy
14,523
+3,680
+34% +$369K 0.01% 558
2025
Q2 		$1.09M Sell
10,843
-657
-6% -$69.6K 0.01% 602
2025
Q1 		$1.27M Buy
11,500
+2,186
+23% +$214K 0.02% 562
2024
Q4 		$831K Buy
9,314
+5,568
+149% +$548K 0.01% 559
2024
Q3 		$390K Buy
3,746
+31
+0.8% +$3.07K 0.01% 625
2024
Q2 		$332K Buy
+3,715
New +$344K 0.01% 643
2018
Q1 		– Sell
-71
Closed -$6K – 239
2017
Q4 		$6K Buy
+71
New +$6.1K ﹤0.01% 359
2015
Q4 		– Sell
-316
Closed -$21K – 198
2015
Q3 		$21K Buy
+316
New +$20K 0.01% 257
2014
Q3 		– Sell
-548
Closed -$32K – 769
2014
Q2 		$32K Buy
548
+438
+398% +$24.5K 0.01% 276
2014
Q1 		$6K Buy
+110
New +$5.96K ﹤0.01% 511

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Waverly Advisors's ED Position: Q1 2026 in Review

Waverly Advisors increased its Consolidated Edison (ED) stake by 1.6% in Q1 2026, buying an estimated $27.1K and bringing the position to 15,454 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #672.

Waverly Advisors first reported a position in ED in Q1 2014 and has held it in 12 quarters since. 1,413 funds tracked by Wall St. Rank hold ED as of Q1 2026.

  • Waverly Advisors held 15,454 shares of Consolidated Edison worth $1.75M as of Q1 2026.
  • Waverly Advisors bought 250 Consolidated Edison shares in Q1 2026, an estimated $27.1K.
  • Consolidated Edison made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #672 holding.
  • Waverly Advisors first reported a position in Consolidated Edison in Q1 2014 and has held it in 12 quarters since.
  • 1,413 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.